AOR vs. FFNOX
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and Fidelity Multi-Asset Index Fund (FFNOX).
AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008. FFNOX is managed by Fidelity. It was launched on Jun 29, 1999.
Performance
AOR vs. FFNOX - Performance Comparison
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AOR vs. FFNOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | -0.42% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
FFNOX Fidelity Multi-Asset Index Fund | -1.30% | 20.18% | 13.05% | 19.29% | -18.02% | 17.05% | 16.30% | 25.09% | -6.58% | 17.09% |
Returns By Period
In the year-to-date period, AOR achieves a -0.42% return, which is significantly higher than FFNOX's -1.30% return. Over the past 10 years, AOR has underperformed FFNOX with an annualized return of 7.81%, while FFNOX has yielded a comparatively higher 10.18% annualized return.
AOR
- 1D
- 0.61%
- 1M
- -3.40%
- YTD
- -0.42%
- 6M
- 1.64%
- 1Y
- 15.12%
- 3Y*
- 11.88%
- 5Y*
- 6.12%
- 10Y*
- 7.81%
FFNOX
- 1D
- 2.57%
- 1M
- -5.24%
- YTD
- -1.30%
- 6M
- 0.93%
- 1Y
- 18.17%
- 3Y*
- 14.42%
- 5Y*
- 7.82%
- 10Y*
- 10.18%
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AOR vs. FFNOX - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is higher than FFNOX's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AOR vs. FFNOX — Risk / Return Rank
AOR
FFNOX
AOR vs. FFNOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and Fidelity Multi-Asset Index Fund (FFNOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AOR | FFNOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.28 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.85 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.79 | +0.24 |
Martin ratioReturn relative to average drawdown | 8.76 | 8.08 | +0.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOR | FFNOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.28 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.57 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.41 | +0.25 |
Correlation
The correlation between AOR and FFNOX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AOR vs. FFNOX - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.56%, less than FFNOX's 3.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | 2.56% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
FFNOX Fidelity Multi-Asset Index Fund | 3.73% | 3.68% | 6.43% | 3.18% | 7.14% | 5.71% | 2.87% | 2.96% | 2.90% | 0.64% | 2.50% | 0.70% |
Drawdowns
AOR vs. FFNOX - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum FFNOX drawdown of -49.84%. Use the drawdown chart below to compare losses from any high point for AOR and FFNOX.
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Drawdown Indicators
| AOR | FFNOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -49.84% | +25.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -10.38% | +2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -26.04% | +4.32% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | -29.93% | +6.98% |
Current DrawdownCurrent decline from peak | -4.24% | -6.25% | +2.01% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -8.75% | +5.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 2.30% | -0.53% |
Volatility
AOR vs. FFNOX - Volatility Comparison
The current volatility for iShares Core Growth Allocation ETF (AOR) is 4.27%, while Fidelity Multi-Asset Index Fund (FFNOX) has a volatility of 5.63%. This indicates that AOR experiences smaller price fluctuations and is considered to be less risky than FFNOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | FFNOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 5.63% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 8.70% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.74% | 14.66% | -3.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 13.69% | -3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 14.52% | -3.88% |